Brokerages Set CNO Financial Group, Inc. (NYSE:CNO) PT at $46.75

CNO Financial Group, Inc. (NYSE:CNO) has earned a consensus recommendation of “Moderate Buy” from the five ratings firms that are presently covering the company, MarketBeat Ratings reports. One investment analyst has rated the stock with a hold rating and four have assigned a buy rating to the company. The average twelve-month price target among brokers that have issued a report on the stock in the last year is $46.75.

CNO has been the subject of a number of research analyst reports. Jefferies Financial Group upgraded CNO Financial Group from a “hold” rating to a “buy” rating and lifted their price target for the stock from $42.00 to $47.00 in a report on Monday, December 15th. Piper Sandler raised their price objective on CNO Financial Group from $46.00 to $50.00 and gave the company an “overweight” rating in a research report on Tuesday, December 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of CNO Financial Group in a research note on Wednesday, January 21st. Finally, Wall Street Zen lowered CNO Financial Group from a “buy” rating to a “hold” rating in a report on Saturday.

Key Headlines Impacting CNO Financial Group

Here are the key news stories impacting CNO Financial Group this week:

• Positive Sentiment: Q4 EPS beat analyst estimates — CNO reported $1.47 GAAP EPS vs. consensus ~$1.20, above last year’s $1.18 and topping forecasts, which is a primary driver of upside. CNO Financial (CNO) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Revenue topped expectations — Q4 revenue of ~$1.14B exceeded analyst forecasts (~$1.0B) and was up ~4.2% year-over-year, supporting the EPS beat and showing growth across businesses. CNO Financial Group (NYSE:CNO) Posts Better-Than-Expected Sales In Q4 CY2025
• Positive Sentiment: Stronger collected premiums across annuity, life and health lifted results — management cited higher collected premiums in multiple product lines as a key contributor to the beat. CNO Beats Q4 Earnings Estimates on Higher Collected Premiums
• Neutral Sentiment: Company says it achieved/exceeded most 2025 guidance metrics — that supports medium-term credibility but investors will watch forward guidance and margin outlook for confirmation. CNO Financial Group Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Full Q4 commentary and slide deck available — investors can review the earnings call transcript and slide materials for details on reserves, product mix and capital. CNO Financial Group, Inc. (CNO) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Rising costs are a headwind — despite the beat, management flagged higher costs that pressured margins, so sustaining margin expansion will be key to future stock moves. CNO Beats Q4 Earnings Estimates on Higher Collected Premiums

CNO Financial Group Stock Performance

NYSE CNO opened at $44.65 on Thursday. The firm has a market capitalization of $4.26 billion, a P/E ratio of 20.02 and a beta of 0.84. The company has a current ratio of 0.18, a quick ratio of 0.18 and a debt-to-equity ratio of 1.45. The firm’s fifty day moving average price is $42.12 and its two-hundred day moving average price is $40.25. CNO Financial Group has a 1 year low of $34.63 and a 1 year high of $44.84.

CNO Financial Group (NYSE:CNO) last announced its quarterly earnings data on Thursday, February 5th. The financial services provider reported $1.47 EPS for the quarter, beating analysts’ consensus estimates of $1.20 by $0.27. The company had revenue of $1.14 billion during the quarter, compared to the consensus estimate of $1 billion. CNO Financial Group had a net margin of 4.94% and a return on equity of 15.93%. The company’s quarterly revenue was up 4.2% on a year-over-year basis. During the same quarter last year, the firm posted $1.18 EPS. As a group, research analysts anticipate that CNO Financial Group will post 3.83 EPS for the current year.

CNO Financial Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Wednesday, December 10th were given a $0.17 dividend. The ex-dividend date of this dividend was Wednesday, December 10th. This represents a $0.68 annualized dividend and a dividend yield of 1.5%. CNO Financial Group’s dividend payout ratio is presently 23.78%.

Insider Transactions at CNO Financial Group

In related news, CIO Eric R. Johnson sold 48,665 shares of CNO Financial Group stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $41.24, for a total transaction of $2,006,944.60. Following the completion of the sale, the executive owned 671,542 shares of the company’s stock, valued at approximately $27,694,392.08. The trade was a 6.76% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CMO Rocco F. Tarasi III sold 9,283 shares of the company’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $42.60, for a total transaction of $395,455.80. Following the completion of the transaction, the chief marketing officer owned 73,932 shares in the company, valued at approximately $3,149,503.20. This trade represents a 11.16% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 89,378 shares of company stock worth $3,722,146. 3.00% of the stock is owned by insiders.

Hedge Funds Weigh In On CNO Financial Group

A number of large investors have recently made changes to their positions in the company. Royal Bank of Canada grew its holdings in CNO Financial Group by 29.5% in the 1st quarter. Royal Bank of Canada now owns 176,059 shares of the financial services provider’s stock valued at $7,332,000 after buying an additional 40,054 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in shares of CNO Financial Group by 1.3% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 60,757 shares of the financial services provider’s stock valued at $2,531,000 after acquiring an additional 797 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of CNO Financial Group by 5.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 376,747 shares of the financial services provider’s stock valued at $15,692,000 after acquiring an additional 20,728 shares during the period. Jane Street Group LLC grew its stake in shares of CNO Financial Group by 146.4% in the first quarter. Jane Street Group LLC now owns 149,159 shares of the financial services provider’s stock valued at $6,212,000 after acquiring an additional 88,619 shares in the last quarter. Finally, Geneos Wealth Management Inc. increased its position in CNO Financial Group by 637.4% during the first quarter. Geneos Wealth Management Inc. now owns 1,438 shares of the financial services provider’s stock worth $60,000 after acquiring an additional 1,243 shares during the period. Institutional investors own 95.43% of the company’s stock.

About CNO Financial Group

CNO Financial Group is an Indiana‐based holding company that offers a range of insurance and retirement solutions through its operating subsidiaries. Its primary business activities include life insurance, annuities, and supplemental health insurance products designed to help individuals plan for retirement and manage health‐related expenses. The company serves middle‐income Americans, with particular emphasis on senior customers seeking guaranteed coverage and reliable income streams.

Originally founded as Conseco in 1979, the company underwent a financial restructuring and rebranded as CNO Financial Group in 2010.